Pocket Agent

FAQ

Straight answers about Pocket Agent.

What is Pocket Agent?

An AI Agent Workspace for owner-led businesses. It has four parts: a Business Brain, Personas, Apps, and Mission Control.

Who is it for?

Owners who run the business themselves: contractors, consultants, coaches, agencies, med spas, and small sales teams.

Do I need to code?

No. You pick a Persona template, fill in a few fields, and connect your tools.

What is the Business Brain?

Your business knowledge as plain markdown files: your voice, prices, offers, and customers. Every Persona and App reads from it.

Where does my Business Brain live?

In a GitHub repo you own. Not in ours.

What happens to my Brain if I cancel?

You keep it. The repo is yours, so the files stay with you.

What is a Persona?

A named AI agent shaped to a role, like Sales Assistant, Admin Assistant, or Chief of Staff. You clone a template and customize 4 to 6 fields.

How many Persona templates are there?

12 templates ship today. They are listed under Personas in these docs.

What is an App?

A packaged workflow a Persona runs, like follow-up emails, cold-deal sweeps, lead scouting, or landing pages.

How many Apps ship today?

30. Each one is listed under Apps in these docs.

What is Mission Control?

The approval surface. Drafts, sends, and actions stage as approval cards you tap to fire, and it is where you set budgets.

Does Pocket Agent send anything without my approval?

No. Outbound drafts and actions wait as approval cards until you approve them.

How much does it cost?

Personal Brain $37, Business Agent $97, Pro+ $149, Studio $297, and AI Agent Workspace $497 a month. Enterprise is custom.

Is there a free trial?

Yes. Every plan starts with a 14-day free trial.

Can I cancel any time?

Yes. Cancel any time.

Can I switch plans?

Yes. Move up when you need more, or drop back down when the load drops.

Which plan should I start with?

Personal Brain if you want one place for your own business context. Business Agent if you want Personas, Apps, and connected tools working across the business. AI Agent Workspace for the full cockpit.

What do Pro+ and Studio add?

Pro+ ($149) adds more connected tools and specialists. Studio ($297) is the step before the full workspace, with more Apps and Personas.

What does the AI Agent Workspace include?

Every Persona, every App, and all 30 prebuilt Skills, plus Idea Engine, Lead Scout vertical packs, and Decision Roundtable.

Are there AI credits?

Personal Brain through Studio are a flat monthly price with plan limits, not credits. The AI Agent Workspace and Enterprise include a monthly credit allowance with optional top-ups.

Do I pay for API tokens separately?

Not on the default setup. Your plan covers the model usage within its limits.

What happens when I hit a plan limit?

You see it on the Usage tab. Upgrade to the next plan, or on the AI Agent Workspace and Enterprise, buy a top-up.

Can I cap my spend?

Yes. Set a monthly cap and your agent pauses and asks before it crosses it.

What are Project Passes?

A way to rent a gated App on a lower plan for a bounded window, 7 days or a run budget, without upgrading.

What is Done-With-You setup?

A one-time setup service, $997 Standard or $2,500 Premium. We build your Business Brain and Personas with you on live calls, and you leave with a workflow running.

Is there a guided setup?

Yes. Every paid plan gets the 7-step setup list: add your AI key, feed your brain, connect a tool, turn on a worker, approve your first item, connect your AI app and set up a Ritual.

What is the Implementation Guarantee?

Complete the setup steps in your first 7 days, or we help you finish them.

Which tools does it connect to?

Gmail, Google Calendar, Calendly, Slack, QuickBooks, Stripe, Zoom, GitHub, Vercel, and Supabase.

Does Pocket Agent make or answer phone calls?

Not as a full phone system today. If you need an AI receptionist answering calls, a dedicated voice tool is a better fit right now.

Does it have a public MCP server?

Yes. https://aipocketagent.com/api/mcp serves four read-only tools with no auth and no API key.

What do the MCP tools return?

What Pocket Agent is, the Persona template registry, one Persona's full spec, and the Apps catalog. Public data only.

Can my MCP client read my private workspace data?

Not through the public server. It only serves public product data.

Is there a REST API?

Yes. The OpenAPI spec is at https://aipocketagent.com/api/v1/openapi.json.

Is there an llms.txt?

Yes, at /llms.txt, plus a full text dump of these docs at /llms-full.txt.

Who owns the outputs my agents create?

You do. Your Brain files and the work they produce belong to your business.

Does it work for teams?

The SMB plans are built for an owner and a small team. Enterprise covers bigger teams with custom usage, permissions, and integrations.

How do I get Enterprise?

Apply at /enterprise. Pricing is custom.

Can I bring my own model key?

On the AI Agent Workspace, owners who bring their own Anthropic key see real dollar usage, since that spend is theirs.

How is this different from a chatbot?

A chatbot answers questions. Pocket Agent runs workflows from your own business context and stages the work for your approval.

How long does setup take?

About a week at one step a day. The setup list in your workspace has seven short steps, and a daily email walks you through each one. See /docs/getting-started.

Where can I compare Pocket Agent to other tools?

On /compare, with head-to-heads against the tools owners ask about most.

Can an agency run Pocket Agent for its clients?

Yes. An agency workspace lets an agency invite client businesses, open a client's workspace to read and approve on their behalf, and see an audit log. Every client keeps their own separate account and can see who accessed it.

Can my agency see everything in my account?

No. Agency staff can read and approve inside your workspace, nothing more, and every visit is logged where you can see it under Account access.

Can agencies bill their clients through Pocket Agent?

Agency billing through Stripe Connect is built but not turned on yet. Until it is, agencies bill their clients outside Pocket Agent.

Can an agency put its own brand and domain on Pocket Agent?

White-label branding and custom domains are built but not turned on yet.

Can Claude or ChatGPT make changes in my workspace?

They can propose changes, and you approve each one. Connect them at https://aipocketagent.com/api/mcp/write with OAuth sign in. Every proposal lands in your Approval Inbox as a card, and nothing runs until you approve it. The public MCP server at /api/mcp stays read-only.

Can I import skills from GitHub?

Skill collections are built but not turned on yet. Skills you write in your own Brain repo work today.

What is the SOP Worker?

A standing instruction that works through a list of contacts on a schedule and drafts emails for your approval. It is built but not turned on yet.

How do I contact support?

Email chase@aipocketagent.com.